Business Columnists

Tariffs on foreign partners played a big role in China’s economic transformation and could be a big factor in the U.S. recovery.

Beijing has begun to consider a sharp pivot in its export strategy to the Global South. Such a move could help, but it cannot answer all China’s economic needs.

Overall, as you look around the world, the U.S. is the only major economy that is actually growing.

The analogy was always partial, enticing, and ultimately misleading.

Despite Beijing’s stimulus efforts, China’s economy has slowed in recent months, and it seems set to go slower still in the new year.

U.S. bans on advanced chips are affecting China and offering a parallel to Beijing’s threats to cut off rare earths, but both will likely lead to workarounds.

Is China where Western companies go to die?

A recent report makes clear that the central bank has chosen to sacrifice China’s immediate monetary needs to support Xi Jinping’s goals.

Beijing adds to the list of ways it hopes to dethrone the dollar and U.S. economic and financial dominance.

The negative articles about the stock market are getting harder to defend in the wake of the strongest earnings in four years, plus 4% GDP growth.

Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.

Right now, it feels like we are back in 1998. Next year is shaping up to be like 1999, which was my best performing year.

In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.

The last week of October is a seasonally strong period, and an early “January effect” appears to be underway.

For the world’s poorest countries, Beijing has gone from an investing partner to a hard-nosed creditor.

The market outlook remains positive and has now become earnings-driven, which should propel the market into the year end, outside of any Black Swan event.

Tariffs on foreign partners played a big role in China’s economic transformation and could be a big factor in the U.S. recovery.

Beijing has begun to consider a sharp pivot in its export strategy to the Global South. Such a move could help, but it cannot answer all China’s economic needs.

Overall, as you look around the world, the U.S. is the only major economy that is actually growing.

The analogy was always partial, enticing, and ultimately misleading.

Despite Beijing’s stimulus efforts, China’s economy has slowed in recent months, and it seems set to go slower still in the new year.

U.S. bans on advanced chips are affecting China and offering a parallel to Beijing’s threats to cut off rare earths, but both will likely lead to workarounds.

Is China where Western companies go to die?

A recent report makes clear that the central bank has chosen to sacrifice China’s immediate monetary needs to support Xi Jinping’s goals.

Beijing adds to the list of ways it hopes to dethrone the dollar and U.S. economic and financial dominance.

The negative articles about the stock market are getting harder to defend in the wake of the strongest earnings in four years, plus 4% GDP growth.

Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.

Right now, it feels like we are back in 1998. Next year is shaping up to be like 1999, which was my best performing year.

In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.

The last week of October is a seasonally strong period, and an early “January effect” appears to be underway.

For the world’s poorest countries, Beijing has gone from an investing partner to a hard-nosed creditor.

The market outlook remains positive and has now become earnings-driven, which should propel the market into the year end, outside of any Black Swan event.